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Cate Anderson

Client Service Specialist

Office: 608-831-3230

Meet Cate

Kindness defines Cate’s personality. She joined the Goldstein team in 2021 as Client Service Specialist, and makes it her goal to treat each client with respect while efficiently handling client requests. With a “can-do” attitude, Kate supports Goldstein’s financial professionals and meets each client’s needs with a focus on quality, privacy, and security.

Cate has a vision for her future in the financial services industry. She is currently pursuing a business management degree from Madison College, and has recently obtained her Chartered Retirement Planning Counselor (CRPC®) designation.

In her spare time, Cate enjoys spending time with family and friends, hiking, gardening, skiing, traveling, and hunting. She is also a dog mom to her puppy, Bella. Paying for someone’s coffee, leaving a kind note, or performing any other random act of kindness is also something Cate does regularly to foster positivity in the world.


  • Madison College – Business Management Program